2023 Form 5500 filing — Wec Energy Group Limited Retirement Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240626125359NAL0005720803001) for Wec Energy Group Limited Retirement Savings Plan, reported by Wec Energy Group, Inc. under EIN 39-1391525 and plan number 050. It reports 315 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,473,000
Participants315
Provider compensation$40.6K2 Schedule C row(s)$40,582
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240626125359NAL0005720803001
Plan sponsor
Wec Energy Group, Inc.
EIN
39-1391525
Plan number
050
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$676K
Benefits paid / distributions$629K
Contributions
Employer$730K
Participant$557K
Full reported line items
Total assets (EOY)
$7,473,000
Total liabilities (EOY)
$0
Net assets (EOY)
$7,473,000
Employer contributions
$730,000
Participant contributions
$557,000
Total income / additions
$2,428,000
Benefits paid
$629,000
Administrative expenses
$47,000
Total expenses
$676,000
Net increase / (decrease)
$1,752,000
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $28.8K · Indirect $0
  2. 2
    N/A · Direct $11.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240626125359NAL0005720803001 cover?
It is the 2023 Form 5500 filing for Wec Energy Group Limited Retirement Savings Plan, reported by Wec Energy Group, Inc. (EIN 39-1391525).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages